Civic Intelligence

The Isabell Rose Foundation

990PF • Fiscal year 2016 • EIN 13-4066366

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
90 franklin street 11th floorNew York, NY 10013

(212) 226-1895

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

81st percentile

74%

Higher net margin than 81% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

373%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,962,172

Up $423,910 (+28%) from 2015

Net Assets

Up

$1,962,172

Up $423,910 (+28%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin81st percentile

Revenue

Up

$804,026

Up $634,021 (+373%) from 2015

Expenses

Up

$212,713

Up $38,995 (+22%) from 2015

Net Income

Up

$591,313

Up $595,026 (+16025%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,509,930Liabilities 2010: $0Net Assets 2010: $1,509,9302010Assets 2011: $1,528,510Liabilities 2011: $0Net Assets 2011: $1,528,5102011Assets 2012: $1,554,717Liabilities 2012: $0Net Assets 2012: $1,554,7172012Assets 2013: $1,536,379Liabilities 2013: $0Net Assets 2013: $1,536,3792013Assets 2014: $1,541,975Liabilities 2014: $0Net Assets 2014: $1,541,9752014Assets 2015: $1,538,262Liabilities 2015: $0Net Assets 2015: $1,538,2622015Assets 2016: $1,962,172Liabilities 2016: $0Net Assets 2016: $1,962,1722016Assets 2017: $1,881,332Liabilities 2017: $0Net Assets 2017: $1,881,3312017Assets 2018: $1,765,202Liabilities 2018: $0Net Assets 2018: $1,765,2022018Assets 2019: $2,144,963Liabilities 2019: $0Net Assets 2019: $2,144,9632019Assets 2020: $2,071,803Liabilities 2020: $0Net Assets 2020: $2,071,8032020Assets 2021: $2,343,706Liabilities 2021: $0Net Assets 2021: $2,343,7062021Assets 2022: $2,302,512Liabilities 2022: $0Net Assets 2022: $2,302,5122022Assets 2023: $2,219,607Liabilities 2023: $0Net Assets 2023: $2,219,6072023Assets 2024: $2,534,164Liabilities 2024: $0Net Assets 2024: $2,534,1642024

Highlighted filing

2016

Assets$1,962,172
Liabilities$0
Net Assets$1,962,172
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $190,1502010Expenses 2011: $166,4232011Expenses 2012: $148,7962012Revenue 2013: $159,964Expenses 2013: $178,302Net Income 2013: -$18,3382013Revenue 2014: $125,003Expenses 2014: $119,407Net Income 2014: $5,5962014Revenue 2015: $170,005Expenses 2015: $173,718Net Income 2015: -$3,7132015Revenue 2016: $804,026Expenses 2016: $212,713Net Income 2016: $591,3132016Revenue 2017: $149,503Expenses 2017: $225,767Net Income 2017: -$76,2642017Revenue 2018: $523,129Expenses 2018: $495,731Net Income 2018: $27,3982018Revenue 2019: $624,396Expenses 2019: $194,475Net Income 2019: $429,9212019Revenue 2020: $113,019Expenses 2020: $242,517Net Income 2020: -$129,4982020Revenue 2021: $331,669Expenses 2021: $59,766Net Income 2021: $271,9032021Revenue 2022: $56,936Expenses 2022: $157,238Net Income 2022: -$100,3022022Revenue 2023: $80,350Expenses 2023: $163,247Net Income 2023: -$82,8972023Revenue 2024: $421,695Expenses 2024: $107,138Net Income 2024: $314,5572024

Highlighted filing

2016

Revenue$804,026
Expenses$212,713
Net Income$591,313
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ISABEL ROSEPres/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Isabel Rose Foundation
EIN
13-4066366
In Care Of
% PETER LEV
Phone
2122261895
Address
90 franklin street 11th floor, NEW YORK, NY 10013

Signing Officer

Name
Isabel Rose
Title
Pres/director
Phone
2122261895
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Eisneramper Llp
Address
750 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
Kenneth Weissenberg
Phone
2129498700
Raw XML Appendix337 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INSTITUTIONAL INVESTMENT FUND
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0155 EAST 55TH STREET SUITE 302A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PETER LEV
IRS990PF/StatementsRegardingActyGrp/PhoneNum02122622900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ISABEL ROSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0204010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED - ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt090 FRANKLIN STREET 11TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010013
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0204010
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt090706
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt095262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt070536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt093557
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt093557
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0392042
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0114842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt095262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt070536
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205548
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0114842
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0485599
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0370757
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ISABEL ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt090 FRANKLIN STREET 11TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010013
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0350000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0167403
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX ADJ FOR PHANTOM INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05628
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income from Morgan Stanley
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt030725
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030725
TaxesSchedule/TaxesDetail/CategoryTxt0DE FILING FEES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ISABEL ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02122261895
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ISABEL ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0134066366
ReturnHeader/Filer/InCareOfNm0% PETER LEV
ReturnHeader/Filer/PhoneNum02122261895
ReturnHeader/Filer/USAddress/AddressLine1Txt090 franklin street 11th floor
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0139A0D671B1240C5CF135874EA924CE4C9F1D260
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId091711B2055B6D8CC7D6C87E6F9EFDF7C22929A34
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026368720172965000010
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.238.150.10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNERAMPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172703
ReturnHeader/PreparerPersonGrp/PhoneNum02129498700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH WEISSENBERG
ReturnHeader/ReturnTs02017-10-23T13:35:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,962,172
Liabilities
$0
Net assets
$1,962,172
Revenue
$804,026
Expenses
$212,713
Net income
$591,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.42$0.11$0.31
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.06$0.16$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.33$0.06$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.11$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.62$0.19$0.43
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.52$0.50$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.15$0.23$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.80$0.21$0.59
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.17$0.17$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.18$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.19